Shareholder Services Spec III-TP Job
Shareholder Services Spec III-TP (Job Number: 1310504)
BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 36 countries and more than 100 markets. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. Additional information is available at www.bnymellon.com.
BNY Mellon Asset Servicing is dedicated to dynamically supporting our clients' investments and safeguarding their assets, keeping them working around the clock and across the world. It's part of our commitment to being a true partner for our clients' investment success. We specialize in operational solutions and capabilities for today's market-enhancing the management and administration of investments with services that process, monitor and measure investment data from around the world. By leveraging BNY Mellon's global footprint and deep expertise, we deliver insight-driven solutions for every phase of investing.
Description
Assist mutual fund shareholders, broker/dealers and fund companies with inquiries transactions. Maintain productivity and quality to ensure customer satisfaction. Assists supervisors with day-today operations. Acts as a mentor / peer coach to new team members. Handle escalated or complex shareholder issues. ORAL COMMUNICATION SKILLS: Presents to or exchanges information with members of own department and occasionally outside of the work group. Participates in group meetings to exchange status, data, etc. Responds to moderately complex inquiries. Relays to, and gathers routine information from employees and/or outside vendors, customers or the public. Develops agendas/programs. WRITTEN COMMUNICATION SKILLS: Drafts responses or, more complex correspondence under own signature. CLIENT CONTACTS: Maintains effective internal and external contacts. Models good client relations. Seeks ways of improving client service orientation. LEADERSHIP: Regularly provides guidance to and assists in training team members. QUALITY: Errors have significant impact. May result in expenditure of additional time, resources, and funds and impact the department s ability to achieve objectives. Demonstrates ability to troubleshoot all equipment/processes. Identifies errors or problems and investigates; recommends solutions to team members. SUPERVISION RECEIVED: Works under limited supervision. Follows established procedures. Plans own work. Suggests methods and procedures for new work assignments, reviewing with supervisor for input or approval.
Qualifications
KNOWLEDGE: Demonstrates advanced understanding of primary duties and the advanced skills required to accomplish them accurately, safely, and more rapidly than others in general.
EDUCATION: Some college course work or equivalent experience.
JOB-RELATED EXPERIENCE: A minimum of two years.
Primary Location: United States-USA-MA-Westborough
Internal Jobcode: 30697
Job: Asset Servicing
Organization: Global Client Service Delivery-HR06406
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